+45.5%
IQV vs BR
-29.1%
+74.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | +0.2% |
| 7D | +2.3% | -5.3% | +7.6% | +5.0% |
| 30D | +13.4% | +6.4% | +7.0% | +9.9% |
| 3M | +43.3% | +13.6% | +29.6% | +32.9% |
| 6M | +50.5% | -6.7% | +57.2% | +50.0% |
| YTD | +18.8% | -21.1% | +39.9% | +26.5% |
| 1Y | +45.5% | -29.6% | +75.0% | +65.1% |
| All | +45.5% | -29.1% | +74.5% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling